HUBSPOT TO SALESFORCE DATA MIGRATION
Introduction Salesforce vs. HubSpot
Topics Overview
Preparation steps before migration
Presentation Outline
Trujay's data migration route
Migration options Trujay's Sample Migration Tips after data migration to Salesforce
Introduction Salesforce is one of the most sought after CRMs on the market. Even if you don’t know what it is, you’ve heard the name before. The most common CRM data migration is between Salesforce and HubSpot.
HUBSPOT
HubSpot CRM is an ideal answer for organizations that need a simple arrangement. HubSpot has numerous focal points, one of which is the most basic to individuals: it’s free!
SALESFORCE
Salesforce is ideal for all-sized organizations. Salesforce offers numerous highlights and helps clients see how to use them all through Salesforce Trailhead Academy.
Preparation steps before the migration
1. Conduct data cleansing 2. Be familiar with your data 3. Have a data backup solution 4. Sample the migration tool 5. Gauge the cost of the project
Migration options
Self-Service Migration Free Sample Migration Cost-conscious migration Quick turnaround Objects and users matching Automated migration process
Guided Self-Service Migration Personal account manager Optional mapping session Sample migration Full migration Revision and validation
Custom Data Migration Higher cost Almost no limitations Very low involvement Personal approach Little to no time consumed Pre/Post-migration validity
Trujay's Sample Migration
Step 1: Visit Trujay’s Self-Service tool and choose your current and target CRMs from the drop-down menus.
Step 2: Confirm your email address to receive notification about the sample and the results file. Step 3: Choose the type of mapping mode you want.
Step 4: Choose the objects and users you want to migrate. Step 5: After you’ve completed the mapping portion, start your free sample. If you choose Standard mode, your migration sample will autogenerate.
Trujay's data Migration Route 1. Kickoff call
2. Mapping session
3. Checking data
4. Pushing data
5. Quality check
6. Delta migration
Tips after data migration to Salesforce
Give Ongoing Training to New CRM Features and Processes
Gauge Your CRM’s Features
Test your new Salesforce Account
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